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Notable Calls's Blog Posts


Graphic_rating_buy MER   Merrill Gets Positive Feedback from Analysts Following Recent Deals 08/04/08   —  7/29 - "Oppenheimer's Meredith Whitney notes this would reduce MER's CDOs exposure by $11.1 billion. While MER has significantly diluted existing shareholders, they applaud this purging of assets as an attempt to cut its losses and focus on stabilizing its platform and righting the franchise towards ...
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Graphic_rating_buy ENER   Graphic_rating_buy FSLR   Cowen: Solar Stocks Pricing in Worst-Case Scenario for Spanish Subsidies 07/16/08   —  7/7 - "Cowen notes Solar stocks have been pummeled by concerns about a potential sharp drop in Spanish solar subsidies. In firm's view, a proposed 2009 cap of 300MW is unlikely to become law, as it would cause significant job losses and business closures. Unemployment and economic growth are the majo...
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RIMM   RBC Still Positive on RIM, Goldman Cautiously Optimistic 06/30/08   —  6/26 - "RBC Capital notes that on product momentum (Curve, Bold) offsetting seasonality, Q2 guidance for $2.55-2.65B (86-93% Y/Y) was $100-150M above street...RIM expects its 'strongest back half in history', affirming firm's expectations for a broad consumer assault 2H08, including new handsets (Tou...
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Graphic_rating_buy V   SunTrust Bullish on Visa, Believes Analyst Estimates are Too Low 06/09/08   —  5/27 - "SunTrust is out with a pretty major call on Visa (NYSE:V) reiterating their Buy rating and raising fiscal 2008, 2009 and 2010 EPS estimates and price target. Firm's target is $100, and new fiscal 2008, 2009 and 2010 EPS estimates are $2.11, $2.96 and $3.82, respectively. These compare with pr...
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Graphic_rating_buy MA   SunTrust Raises Estimates on Mastercard, Sees International Growth Driving Stock 06/09/08   —  6/2 - "SunTrust is out with a nice call on Mastercard (NYSE:MA) raising their 2008 and 2009 EPS estimates to the Street high...Firm is raising their price target from $350 to $390...New 2008 and 2009 EPS estimates are $8.94 and $12.17, respectively, compared with prior 2008 and 2009 EPS estimates of ...
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Graphic_rating_sell DELL   Cross Research Downgrades Dell to a Sell 05/30/08   —  5/30 - "Dell reported unit share gains (total units up 22%) in all geographies, driven they believe by aggressive pricing and at the expense of margin. Assuming component pricing increases somewhat (as most companies are now expecting) and emerging markets sales continue to increase, the firm believe...
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Graphic_rating_buy QCOM   Oppenheimer's Bullish Call on Qualcomm a Convincing One 05/16/08   —  5/16 - "Oppenheimer is out with a pretty big call on Qualcomm (NASDAQ:QCOM) saying they are bullish on the stock and see several reasons to buy the shares....OpCo sees strong support for their FY09 estimate of $2.42 and meaningful upside as the 3G smart-phone arms race escalates with RIM and Apple jo...
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Graphic_rating_buy YHOO   Analysts Critical of Yahoo!, But Story Might Not be Over 05/05/08   —  5/5 - "Piper Jaffray notes that while Microsoft officially pulled the bid to acquire Yahoo!, there are still many pieces and players that need to sort out before the dust truly settles. First, there is the obvious possibility that Yahoo! and Microsoft do hold further talks to potentially reach an agr...
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Graphic_rating_buy GOOG   Piper Jaffray: Google Results a Reminder to Stay Focused on Big Picture 04/18/08   —  4/18 - "Piper Jaffray's Gene Munster must feel like a champ following Google (NASDAQ:GOOG) results out last night. Munster retained his positive stance & Street high tgts on the stock even after most other firms took down their numbers and ratings following comScore data that (falsely) indicated a sl...
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Graphic_rating_sell AAPL   Apple Should be 10+ Points Lower Here 04/09/08   —  4/9 - "Morgan Keegan, one of the best research houses on the Street is downgrading Apple (NASDAQ:AAPL) to Underperform from Mkt Perform. Notablecalls: About time! I was all over AAPL when the stock was 35 pts lower. I now feel it has gone too far too fast. Needs to be at least 10 pts lower. The pr...
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Graphic_rating_buy EBAY   Analysts: eBay's Current Quarter Tracking Well 04/02/08   —  3/26 - "Citigroup says that to date they have tracked 574MM Total Core listings consisting of 196MM U.S. listings and 378MM international listings. Combined with the estimated 89MM store listings we have tracked QTD, they estimate total listings growth improved to +13% Y/Y, tracking ahead of Citi's 1...
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Graphic_rating_buy ENER   Graphic_rating_buy STP   3 Reasons to Be Bullish on Solar Stocks - Cowen 04/02/08   —  3/24 - "Cowen & Co is out with a positive call on solar stocks, saying most of the U.S. solar names look undervalued relative to growth and earnings, in their view, reflecting four areas of investor concern: uncertainty about the next phase of subsidies in Spain, Germany and the U.S.; and the tension...
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Graphic_rating_buy SGP   Buying Schering-Plough at Pre-Market Levels 03/31/08   —  3/31 - "Deutsche Bank is lowering their tgt to $21.50 from $25.50 saying the ack of new insight from the ENHANCE results was no surprise, but the tone of the panel "discussion", NEJM commentary and ensuing media coverage was more negative than anticipated. Additional trauma for the JV franchise, with...
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The Psychological Rally 03/30/08   —  3/30 - "The same hedgie contact that so brilliantly called the last down leg in financials (see March 24 post) pinged me again on Friday. This time he had this to say: This is probably going to challenge alot of the academic folks... but lets face it.. at least in the short term... psychology is 8...
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Graphic_rating_buy GOOG   Buy Google here (for a bounce) 03/27/08   —  BofA's Brian Pitz is right - GOOG's a buy. Guys, comScore data didn't bring any surprises. We had several firms (Piper, RBC - both influential analysts on GOOG) come out ahead of yday'd data saying it's likely going to be bad. Yet, we have the stock down almost 20pts pre mkt bc Mr. Amazon-to-$800 Blo...
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Graphic_rating_sell GOOG   Google (NASDAQ:GOOG): March qtr revenue tracking below Street expectations 03/25/08   —  As a recap, comScore data for the month of January was tracking down 9% m/m. The Street is modeling for an 8% sequential increase in March quarter ad revenue. While Piper believes the second month of comScore data will suggest an improving trend in the quarter, they expect the data will likely
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Graphic_rating_sell LEH   Oppenheimer Downgrades Lehman 03/24/08   —  3/24 - "Oppenheimer is out downgrading Lehman (NYSE:LEH) to Perform from Outperform based upon valuation in what they believe will be a protracted challenging capital markets environment. Since 1994, LEH's stock has traded as low as 0.6x book and as high as 2.2x book. Firm argues the low and high end...
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Graphic_rating_buy SCHW   Graphic_rating_buy GFIG   Financials: Do or Die? 03/24/08   —  3/24 - "One of my smartest hedgie contacts just pinged me about the financials. According to him it seems to be getting pretty close to do or die for them:" "Bottom line: while there are reasons to be less negative, the issues cited above suggest it's too early to put on a big upside bet in financ...
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Graphic_rating_buy S   Sprint Nextel Comments from a Former Telco Analyst 03/21/08   —  3/18 - "On March 10th a NCN member I'm going to call NCN Telco sent me an email regarding Sprint Nextel (NYSE:S). NCN Telco is a former sell-side telco analyst and has more than 10 years of industry experience both in engineering and finance. He now works independently." "I think these speculation...
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Graphic_rating_buy STP   Graphic_rating_buy YGE   Citigroup and Piper Jaffray Comment on Solars 03/14/08   —  3/10 - "Citigroup...expects that reelection of the Socialist Party will result in more favorable solar tariff policies post the current policy's expiration on 30 September 2008...Sees Suntech (NYSE:STP) and Yingli (NYSE:YGE) as main beneficiaries due to their exposure to Spanish mkt." "Piper Jaffr...
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